BMI的見解

SWOT分析

產業預測

產業的風險/利潤等級

產業：風險/利潤等級

市場概況

推動市場要素與趨勢

行動通訊

有線通訊和寬頻

法規的發展

法規的發展

法規概要

法規的發展

競爭環境

企業簡介

China Telecom

China Mobile

China Unicom

人口結構的預測

詞彙表

分析方法

產業預測技術

資訊來源

風險/利潤等級技術

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目錄

Product Code: SSCN01_20180101

BMI View: We made modest forecast adjustments in Q1 2018 but retain a generally positive outlook for the Chinese telecommunications market in 2018 and over the course of our forecast period to 2021. Growth will come from increased uptake of mobile data services and 4G LTE adoption will continue on its upwards trajectory. The ICT sector is integral to China's 13th five-year plan (2016-2020) and will stimulate growth in other industries. While the plan lays out ambitious broadband targets, profitability in the telecoms sector will be largely undermined by the state-owned operators' need to compress prices to meet them. On the other hand, local IT and consumer electronics companies will gain from a higher budget for R&D (2.1% of GDP to 2.5%) and reduced reliance on imports for high-tech inputs. Operator strategies will continue to chime with the government's directive to drive uptake of wireline broadband and machine-to-machine (M2M) connections. As the prices of basic services will be compressed, operators will derive profit growth by developing and bundling value-added services with basic connectivity.